Service Offerings for Out-Sourcing Client Trust Companies

M&K will serve foreign and domestic trust companies wishing to outsource both critical and non-critical functions. Potential services can include all or any combination of five levels:

Level One: Assist in the formation and application/chartering process as an "Organizer" (primarily for New Hampshire-chartered FFSCs).

Level Two: Provide a leasehold and ancillary services to meet New Hampshire’s statutory situs requirements.

Level Three: Provide one or more resident New Hampshire directors to meet New Hampshire’s statutory requirements.

Level Four: Provide ongoing liaison assistance with New Hampshire’s Banking Commission and regulatory environment generally.

Level Five: When needed or appropriate, provide officers and/or administrative assistants to help establish New Hampshire as the exclusive state income tax situs for possible state tax savings or other New Hampshire trust benefits.

A minimum monthly fee applies for any level of service. Additional charges will be quoted individually, based on the specific services provided.

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